LSC
CXH

Logan Stone Capital’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Logan Stone Capital’s Portfolio CXH Stock Details CXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-88,442
Closed -$699K – 139
2024
Q2 		$699K Sell
88,442
-13,739
-13% -$104K 0.18% 100
2024
Q1 		$779K Buy
102,181
+21,437
+27% +$162K 0.17% 89
2023
Q4 		$611K Sell
80,744
-76,864
-49% -$546K 0.12% 109
2023
Q3 		$1.11M Buy
157,608
+2,679
+2% +$19.9K 0.3% 76
2023
Q2 		$1.14M Buy
154,929
+8,426
+6% +$61.6K 0.39% 73
2023
Q1 		$1.08M Buy
146,503
+1,443
+1% +$10.6K 0.43% 80
2022
Q4 		$1.03M Buy
145,060
+53,488
+58% +$372K 0.39% 91
2022
Q3 		$616K Buy
91,572
+54,258
+145% +$415K 0.41% 59
2022
Q2 		$283K Buy
37,314
+17,412
+87% +$136K 0.21% 92
2022
Q1 		$170K Buy
+19,902
New +$181K 0.12% 125

Other funds holding CXH

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Logan Stone Capital's CXH Position: Q3 2024 in Review

Logan Stone Capital sold out of MFS Investment Grade Municipal Trust (CXH) in Q3 2024, closing a stake of 88,442 shares — an estimated $699K sold.

Logan Stone Capital first reported a position in CXH in Q1 2022 and held it in 10 quarters. The position peaked at $1.14M in Q2 2023. 33 funds tracked by Wall St. Rank hold CXH as of Q3 2024.

  • Logan Stone Capital reported no remaining MFS Investment Grade Municipal Trust position as of Q3 2024 after selling out during the quarter.
  • Logan Stone Capital sold 88,442 MFS Investment Grade Municipal Trust shares in Q3 2024, an estimated $699K.
  • Logan Stone Capital first reported a position in MFS Investment Grade Municipal Trust in Q1 2022 and held it in 10 quarters.
  • Logan Stone Capital's MFS Investment Grade Municipal Trust position peaked at $1.14M in Q2 2023.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q3 2024.

Based on Logan Stone Capital's 13F filing for Q3 2024, filed 14 Nov 2024.